AlTi Tiedemann Global is a global wealth and investment advisory firm serving families, business owners, trusts, foundations, and endowments. The Associate will support the Data Operations and Reporting function by maintaining data integrity, improving data workflows, supporting governance and security frameworks, and developing reporting and analytics capabilities.
Support the implementation and day-to-day execution of the Data Operations function to ensure data integrity, reporting accuracy, and operational efficiency
Assist in monitoring and resolving data integrity issues, including escalation items for advisors and clients
Identify opportunities to automate data processes and reduce manual workflows across the business
Partner cross-functionally with Operations, Technology, and Platform teams to improve data workflows and user experience
Contribute to the development of a center of excellence for reporting, modeling, and analytics
Support data governance, security, and control frameworks to ensure high data quality standards
Assist in new product development initiatives and evaluation of tools or technologies to improve reporting and data access
Prepare materials and analysis using Microsoft Excel and PowerPoint to support internal and client-facing initiatives
Qualification
Required
Bachelor's Degree
1–6 years' experience within wealth management, financial services, operations, or data-related roles
Strong analytical skills with high attention to detail
You will have experience with Addepar systems relating to performance reporting and client relationship management
Understanding of data governance and data quality management principles
Ability to manage priorities in a fast-paced, evolving environment
Strong written and verbal communication skills and ability to work cross-functionally
Advanced Microsoft Office skills with a heavy emphasis on Excel and PowerPoint
Solutions-oriented mindset with a focus on process improvement and automation
Desire to work within a collaborative, team-oriented environment
Preferred
Benefits
Hybrid work arrangement
A generous employee benefits package
Eligible to receive a discretionary bonus
AlTi is a global wealth and investment partner to families, foundations and institutions, helping clients activate capital with clarity, bring structure to complexity, and plan with purpose across borders and generations.
